Financial Wellbeing AssessmentAre You Financially on Track for the Next 10 Years?
A short, practical way to step back and see whether your current financial decisions are truly supporting the future you're working towards. Many people are doing some things well, yet still carry gaps they can't easily see on their own.
Free. Takes 3 to 5 minutes. No sensitive personal data required.
3 to 5 minutes
A short assessment you can finish in one sitting.
Plain English
No technical financial knowledge required.
Low friction
No sensitive personal or account data needed.
Instant snapshot
See a personalised result the moment you finish.
Eight essential pillars of financial wellbeing
The assessment looks at your position across the areas that most influence long-term financial confidence, so you can see where you're strong and where a little attention could make a real difference.
Goals and direction
Clarity on your household's most important financial priorities.
Income and cash flow
How well you understand where your money comes from and goes.
Assets and investments
Whether your investments suit your goals, timeframe and risk.
Liabilities and debt
How you manage mortgages, investment and personal debt.
Super and retirement
How prepared you feel for the retirement income you'll need.
Insurance and protection
Whether your cover would support your household if needed.
Estate and family
Wills, structures and protection for children or dependants.
Habits and decisions
How you respond and take action when circumstances change.
A full financial check-up in a few minutes
See exactly where you stand, and what to focus on next
As soon as you finish, you'll receive a clear personalised snapshot designed to help you make confident decisions over the next ten years.
An overall score
A simple measure of how on track you are today.
Pillar-by-pillar insights
See your strengths and the gaps across all eight areas.
Practical next steps
Clear suggestions to focus on what matters most.
Take the free assessment
Give yourself the clarity to build wealth, protect your family, and prepare for retirement with confidence.
Free. No sensitive personal data required.
Nova Wealth Advisers is a professional, guidance-led practice helping established families, professionals and business owners build wealth, protect what matters, and prepare confidently for retirement.